STRGX Mutual Fund

NAV$66.89

AUM$37M

TER0.92%

Holdings48

STRGX Mutual Fund

NAV$66.89

Sterling Capital Mid Cap Relative Value Fund Instl Class

AUM$37M

TER0.92%

Holdings48

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Holdings Overlap Analysis

Compare STRGX holdings with another Mutual Fund to see how much they overlap. This helps identify portfolio duplication.

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Discover Portfolio Overlap

Enter a Mutual Fund symbol above to see how many holdings STRGX shares with it. Popular comparisons: VFIAX, FXAIX, VTSAX, SWPPX

STRGX Mutual Fund Overlap Analysis

STRGX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.

STRGX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 48 holdings, STRGX may share significant positions with broad-market funds.

STRGX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. STRGX tax-loss harvesting finds highly correlated but non-identical funds.